Agent Resources

Thank you for working with United Benefit Pensions Inc. The best way for UB Pensions to create the Plan Design is by completing and emailing a census to us. We need: Name; Date of Birth; Date of Hire; Compensation and please indicate who we are trying to benefit and any employees that work under 1000 hours.  Any format is fine and we have attached a pdf and excel from that can be used.

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For new business, please contact:

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Paul Carmichael, President, 631-622-3170 X309 or pcarmichael@ubpensions.com

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Or

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Jason Evert, Senior Account Executive, 631-622-3170 X305 or jevert@ubpensions.com

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Paul or Jason will be glad to review the best design and the process of implementing or transferring a Plan with UB Pensions. We will be glad to participate in any conference calls and client meetings.

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